See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,561 | $180,749-85.9% | $160,784-84.1% | $137,256-81.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 15.58% | 2234.46%-2218.9pp | 1803.92%-1788.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,838 | $4,155-55.8% | $3,733-50.8% | $4,156-55.8% |
| Participant deferral / active EE | $2,548 | $6,844-62.8% | $6,293-59.5% | $6,407-60.2% |
| Admin fee / account holder | $545 | $10,397-94.8% | $9,717-94.4% | $12,270-95.6% |